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Aug 5

Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them.

China halts US-based factory audits for CCC certification amid raging tech feud

Aug 5

Infineon raises 2026 outlook as AI demand drives record quarterly revenue

Aug 5

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

Aug 5

US reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers

Aug 5

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AIByteDance's new "watch and listen" AI signals a broader Chinese push beyond chatbots

Aug 6, 10:02

ByteDance's Seed research team has released SeedRealtime. This native audio-visual full-duplex large language model, the company says, marks the industry's first large-scale deployment of audio-video full-duplex technology. The launch, announced August 5 on the Seed team's blog, points to where Chinese AI labs are increasingly competing: not just on text benchmarks, but on how naturally a model can see, hear, and respond in real time.

ICT MANUFACTURINGIndia proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill

Aug 6, 09:46

India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some of the approval hurdles that had constrained foreign cloud and data-center operators, according to the bill text introduced in the Lok Sabha (the Lower House of India) on July 31, 2026, by Finance Minister Nirmala Sitharaman.

AISandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle

Aug 6, 09:35

Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now locked into long-term contracts, according to the company's fourth-quarter earnings call on August 5, 2026.

SOFTWARE, BIG DATAGoogle's AI leadership shake-up puts Gemini execution and research retention under pressure

Aug 6, 09:00

Google is restructuring the leadership of its AI division at a moment when the company can least afford instability at the top of its research organization, with chief scientist Jeff Dean departing after 27 years and Demis Hassabis stepping back from day-to-day control of Google DeepMind.

SERVER, IPC, CLOUD COMPUTING, IOTUS weighs Chinese optical transceiver ban, putting AI data center supply at risk

Aug 6, 08:03

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the Federal Communications Commission considering a ban on new Chinese-made optical transceiver models used in data centers.

SERVER, IPC, CLOUD COMPUTING, IOTDark fiber essential for next-gen distributed AI centers

Aug 6, 08:00

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand its AI footprint in the US underscores why dark fiber is essential for distributed AI computing centers, according to Chau-Lyan Chang, director general of Taiwan's National Center for High-performance Computing (NCHC).

IT COMPONENTS, PERIPHERALSMicrodisplay advances push AR glasses closer to mainstream adoption

Aug 6, 07:59

Taiwanese supply-chain players said new microdisplay designs and optical simulation tools are accelerating consumer augmented reality (AR) glasses adoption as the market shifts toward lighter devices, higher image quality, and better optical efficiency. The comments were tied to ongoing development in smart glasses and spatial computing, where hardware performance remains a central hurdle.

EDGE COMPUTINGAdlink posts record second-quarter revenue on AI edge computing demand

Aug 6, 07:57

Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial PC maker said it will keep expanding in healthcare, semiconductor automation, robotics, and new energy as it pushes deeper into edge-based AI markets.

AIWistron reports strong first-half profit and expands AI capex in Taiwan and the US

Aug 6, 07:56

Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics manufacturer also approved additional capital spending in Taiwan, the US, and Vietnam as it prepared for further AI-related capacity expansion.

SERVER, IPC, CLOUD COMPUTING, IOTMitsubishi Electric, Daikin expand US production to meet data center cooling demand

Aug 5

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing closer to US data center customers as delivery times, tariffs and local service become more important competitive factors.

EMS WATCHFoxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

Aug 5

Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month and 54.19% from a year earlier. The result marked a record monthly high and the first time the group's revenue exceeded NT$900 billion. In US dollar terms, July revenue rose about 13.6% month on month and 43.1% year on year.

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